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Rand, you say "Hummingbird, which was an infrastructure update more so than an algorithmic update." According to moz Google Algorithm Change History it's stated "Hummingbird has been compared to Caffeine, and seems to be a core algorithm update".

Further more Danny Sullivan has been told by Amit Singhal "Caffeine Update” was a huge change. But that was also a change mostly meant to help Google better gather information (indexing) rather than sorting through the information. Google search chief Amit Singhal told me that perhaps 2001, when he first joined the company, was the last time the algorithm was so dramatically rewritten."